Agenda
Shaping the Future of Independent Wealth Management
Engage with top industry leaders, gain exclusive insights, and connect with over 150 peers in a high-energy setting. This event is designed to equip independent wealth managers with actionable strategies through dynamic keynote sessions, expert-led panel discussions, and a networking reception. Explore the latest trends, navigate industry challenges, and uncover opportunities that will shape the future of independent wealth management.
Registration and Welcome Coffee
Welcome Remarks
Keynote Address by AIWM President
Keynote Presentation: Broad Trends in Wealth Management with implications on Education & Research
Presented by:
- Mandy Tham, Academic Director, Master of Science in Wealth Management, Singapore Management University
Panel Discussion: Independent Wealth Managers: Shaping the future of Singapore’s financial hub
Singapore has established its status as a premier global wealth hub, and at the heart of this evolution lies the growing prominence of Independent Wealth Managers (IWMs). As regulatory frameworks evolve, client expectations shift, and the demand for tailored solutions rises, IWMs are redefining the wealth management landscape. This panel discussion will explore the key factors shaping the sector’s development, the vital role IWMs play in strengthening Singapore’s financial ecosystem, and how they can sharpen their value to stay competitive. We’ll also explore how academic, innovation, collaboration and client-centric strategies can further enhance Singapore’s position as a leading wealth management centre.
Moderator:
- Audrey Raj, Senior Consultant – South Asia Editor, Asian Private Banker
Panellists:
- Annabelle Chow, Head of Financial Intermediaries, Bank of Singapore
- Anthonia Hui, Head of Singapore, AlTi Tiedemann Global
- Mandy Tham, Academic Director, Master of Science in Wealth Management, Singapore Management University
- Patrick Stauber, Group CEO and CEO, Marcuard Heritage AG, Switzerland
Coffee Break
Panel Discussion: Navigating Challenges and Seizing Opportunities: What’s Next for Independent Wealth Managers?
In the ever-evolving regulatory landscape, and as geopolitical tensions continue to simmer, wealth managers in Asia face a number of challenges – but opportunities are also there for the taking. How can policy strike a fair balance between strengthening Singapore’s wealth-management industry, protecting the city-state’s safe-haven status, and ensuring investors’ interests remain well protected? This panel of industry experts will discuss existing and potential new key risks and rewards likely to shape the way managers can achieve success, wealth and integrity through a legal and regulatory lens.
Moderator:
- Sarah Jane Mahmud, Senior Analyst for South & Southeast Asian Banks, Bloomberg Intelligence, Bloomberg L.P.
Panellists:
- Eunice Tan, Principal, Financial Services Regulatory, Baker McKenzie Wong & Leow
- Jason Tan, Partner, Financial Crime, KPMG Singapore
- Vivien Teu, Partner, Head of Asset Management & ESG, Dentons Hong Kong
- Tan Woon Hum, Partner & Head of Trust, Asset & Wealth Management Practice, Shook Lin & Bok, LLC
Keynote Presentation: Powering the Future of Independent Wealth Through Innovation
Presented by:
- Lake Dai, Founder, Managing Partner, Sancus Ventures
Coffee Break
Panel Discussion: NextGen Singapore: The Future of Finance
How Megatrends Will Reshape Financial Services and Impact Independent Wealth Managers in the Coming Years.
The financial world is undergoing a transformational shift. Various global trends are reshaping market conditions and influencing customer behavior. These include technology (artificial intelligence, digitalization, tokenization), mobility, demographics (longevity), climate change, and the massive wealth transfer from the Baby Boomer generation to Millennials and Generation Z.
These changes have a profound impact on the business of independent asset managers. What are the consequences of these transformational shifts, and how can they respond to these challenges? What must independent asset managers recognize, what actions must they take, and how can they secure their success in the years ahead?
These questions will be explored, in discussions with leading experts who have been closely analyzing these megatrends for many years.
Moderator:
- Claude Baumann, Founder & Chairman, Finews.Asia Pte. Ltd.
Panellists:
- Lake Dai, Founder, Managing Partner, Sancus Ventures
- Ning Chong, Director, Family Office For Art
- Nirbhay Handa, CEO & Co-Founder, Multipolitan
- Parag Khanna, Author, Strategist, and Founder/CEO, AlphaGeo
